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Here you will learn how to create a new issue from Jira template with Easy Templates for JIra app.

Jira Cloud Instructions

It's very Easy easy to create a new Jira issue using a previously saved Template.

You have 2 options: "Create"  or "Prefill new issue" flows. Both have own their benefits.

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CreateFlow CreateFlow

Create flow

Use it for templates with sub-child tasks and if you want to streamline new issue creation.

• Go to your Jira instance

• Click

  “Templates”

  “Templates” button on the left

  side bar

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• Modal window will be opened asking you to choose Project, Issue Type, Template

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• sidebar or click “X” button

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• OR click Apps → "Templates" on a top header menu:
  

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• Follow the process to choose and fill in all the necessary information
  

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• Click "Create"

• A new Jira issue(s) will be created

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• Summary
• Description
• and rest of saved fields

  the all the fields are automatically filled 🎉

• Sub-tasks or child issues will be auto-generated for a corresponding issue containing their own summary and descriptions
  

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If no templates found corresponding to a selected issue type - then the error message will appear

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PrefillFlow PrefillFlow

Prefill New Issue flow

Use it if a modification to content is required prior to a an actual new issue actually creation.

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• Go to your Jira instance

• Click

  “Templates”

  “Templates” button on the left

  side barModal

  sidebar or “Apps” → “Templates” in the main navbar or click “X” button

• A modal window will be opened asking you to choose the proper Project, Issue Type, Template

• Click "Prefill New Issue" button

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• You will be navigated to the standard "Create Issue" dialog with values pre-filled from the template
  

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• Adjust fields and Create a new issue.

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• Then the issue with all child or subtasks will be created! 🎉

Jira Server and Data Center Instructions

It's very Easy easy to create a new Jira issue using a previously saved Template.

Unlike in the Cloud version - now you can use only a single "Create" flow. Check it out!

• Go to your Jira instance

• Open "Issues" menu

• Click

  “

  “Create from template” menu item

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• Modal window will be opened asking you to choose Project, Issue Type, Template

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• Click "Create"

A new Jira issue will be created immediately and pre-filled with the following fields

• Summary

• Description

• and the rest of the saved fields

Sub-tasks will be auto-generated for corresponding issue issues containing their own summary and descriptionsImage Removed

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